是说芯语·2025-10-01 23:42Core Viewpoint - Microsoft plans to primarily use self-developed chips in data centers to reduce reliance on Nvidia and AMD, focusing on optimizing AI workloads with a complete system design approach [1][4]. Group 1: Chip Development and Strategy - Microsoft has launched the Azure Maia AI accelerator and Cobalt CPU in 2023, continuing to develop next-generation chip products [1]. - The company aims to design a complete data center system to optimize AI workloads, indicating a shift towards self-sufficiency in chip design [4]. - Microsoft currently uses Nvidia and AMD chips in data centers, prioritizing cost-effectiveness, but is expanding the use of its own chips [4]. Group 2: Market Context and Competition - Nvidia dominates the market with its GPUs, while AMD holds a relatively small market share [3]. - Major tech companies, including Microsoft, Google, and Amazon, are designing their own chips for data centers to reduce dependence on Nvidia and AMD and to better meet specific needs [3]. Group 3: Capacity Challenges - There is a severe shortage of computing power since the launch of ChatGPT, making it difficult for Microsoft to quickly establish sufficient capacity [5]. - Tech giants, including Meta, Amazon, Alphabet, and Microsoft, have committed over $300 billion in capital expenditures this year to meet AI demands [5].